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Microsoft Dynamics CRM (Archived)

get emails and export them to external application

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Posted on by

hey guys.

is there anyway to get/export a whole email (including attachments, etc), maybe in a *.msg or *.eml format, so i can then send it to a document management system?

the main goal i want to achieve is, as soon as a case/incident is closed, i send all the emails/documents related to that incident to a external application.

any help appreciated,

thanks in advance

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  • Aric Levin - MVP Profile Picture
    30,190 Moderator on at

    You can probably do this using SSIS. Basically have a task to copy all emails and another task to copy all attachments. The attachments have the id of the email as one of their fields, so that you can place it in the right folder in your document management system.

    I would use Kingswaysoft SSIS to read that data, and your target will have to be based on your Document Management system.

  • Community Member Profile Picture
    on at

    hey Aric.

    the idea would be to use CRM Workflow or a custom Javascript, using CRM Web API, any thoughts on that?

    thanks in advance

    regards

  • Mahendar Pal Profile Picture
    45,095 on at

    Surly you can use SDK to extract this information, check this sample code which should help you to work with attachments: docs.microsoft.com/.../sample-upload-retrieve-download-attachment

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